隔夜美股 | 三大指数小幅收跌 美光科技(MU.US)涨近10%

Market Overview - The three major U.S. indices experienced slight declines, with the Dow Jones down 66.74 points (0.13%) closing at 50,121.40 points, the Nasdaq down 36.01 points (0.16%) at 23,066.47 points, and the S&P 500 down 0.34 points (0.01%) at 6,941.45 points [1] - The strong non-farm employment data for January, which saw an increase of 130,000 jobs and a drop in the unemployment rate to 4.3%, reduced the likelihood of the Federal Reserve needing to cut rates again before mid-year [1][5] U.S. Employment Data - The January non-farm employment growth exceeded expectations, attributed partly to fewer seasonal hires in retail and delivery sectors during the holiday season [5] - Despite the job growth, the labor market remains sluggish, with concerns over employment and high inflation affecting public satisfaction with economic policies [5] U.S. Budget Deficit - The U.S. budget deficit decreased from $840 billion to $697 billion year-over-year, a 17% reduction, driven by a 12% increase in total revenue compared to a 2% rise in spending [6] - Tariff revenues totaled $124 billion, marking a 304% increase compared to the same period in 2025, highlighting the significant impact of ongoing legal decisions regarding tariffs on government finances [6] Federal Reserve Actions - The Federal Reserve plans to abandon some previous corrective warnings to banks, signaling a shift in focus towards immediate financial health risks rather than procedural issues [7] - This decision is part of a broader trend of easing regulatory scrutiny on financial institutions [7] Canadian Central Bank Insights - The Bank of Canada expressed concerns that U.S. trade and foreign policy actions are increasing global uncertainty, complicating their own monetary policy decisions [8] - The bank maintained its interest rate at 2.25% for the second consecutive meeting due to rising uncertainty [8] Company-Specific News - Bill Ackman's Pershing Square disclosed a new $2 billion position in Meta Platforms (META.US), representing 10% of the firm's capital, based on the belief that AI will enhance Meta's advertising capabilities [9] - McDonald's (MCD.US) reported its fastest U.S. sales growth in over two years, with a 6.8% increase in same-store sales, driven by value-focused menu offerings [10] - Cisco (CSCO.US) raised its revenue forecast for the upcoming quarter to between $15.4 billion and $15.6 billion, reflecting strong demand for AI infrastructure [11] - Apple (AAPL.US) is facing delays in the rollout of new features for its Siri voice assistant, potentially pushing some updates to later versions of its operating system [12] Analyst Ratings - Bernstein raised its target price for Apple (AAPL.US) from $325 to $340 [13] - UBS increased its target price for Nvidia (NVDA.US) from $235 to $245 [13]